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WEALTHSOURCE PARTNERS, LLC: TFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSOURCE PARTNERS, LLC on TFI, newest first. How the timeline and the estimate are built.

WEALTHSOURCE PARTNERS, LLC held 20,953 TFI shares at 2023-12-31 per its 13F-HR filed 2024-01-16.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 20,953 shares
    Change vs previous 13F -35,950 shares

    0.06% of the 13F portfolio, value $984,791.

    13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-09-30
    13F 56,903 shares
    Change vs previous 13F -104,068 shares

    0.17% of the 13F portfolio, value $2,486,661.

    13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 160,971 shares
    Change vs previous 13F +38,810 shares

    0.49% of the 13F portfolio, value $7,430,421.

    13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 122,161 shares
    Change vs previous 13F -4,279 shares

    0.39% of the 13F portfolio, value $5,719,578.

    13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-12-31
    13F 126,440 shares
    Change vs previous 13F +34,061 shares

    0.41% of the 13F portfolio, value $5,768,193.

    13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-09-30
    13F 92,379 shares
    Change vs previous 13F +32,513 shares

    0.3% of the 13F portfolio, value $4,064,000.

    13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-06-30
    13F 59,866 shares
    Change vs previous 13F -12,113 shares

    0.2% of the 13F portfolio, value $2,745,000.

    13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-03-31
    13F 71,979 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,446,000.

    13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).